RIC Tax

Regulated Investment Companies (RICs) tax

Our tax department provides tax return preparation, review and consulting services for the majority of our financial services clients. We continually research and build our knowledgebase to ensure compliance with constantly changing laws and regulations. Other tax services include:

• Research and guidance in maintaining RIC status, including planning methods to avoid RIC disqualification
• Review of required distribution calculations
• Excise tax return calculations
• Income recognition from complex investment vehicles, merger advice and other services
• Review of the potential tax ramifications with respect to reorganization transactions such as the merger of two RICs
• Planning with respect to, and assistance in the analysis of, investments in potential Passive Foreign Investment Companies
• Assistance and guidance with the conversion of various investment vehicles into RICs.